Retirement Plan Advisors

 

R. Stephen Meyers

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3119

Steve founded Retirement Plan Advisors (RPA) in 1989 in an effort to provide independent and objective assistance and advice to retirement plan sponsors during an era in which most consultants were simply purveyors of products. Graduating from Texas Christian University in Fort Worth, Texas with a Bachelor of Arts Degree in History, Steve spent seven years in the U S Army as a helicopter pilot. He was also the president of a multi store retail chain for twelve years prior to entering the financial services industry. He is active as a volunteer in the Seattle area where he is currently the Chair of the Northwest Kidney Centers Investment Committee and an active volunteer for the organization as well. Also a former member of the their Finance Committee, he has held similar positions with the Multiple Sclerosis Society of Washington and the Redmond, Washington, Chamber of Commerce. Steve and his wife Peggy live in Bellevue, Washington, and have three children and six (currently) grandchildren. Steve is an elite level rollerblader as well as an elite level wine drinker.

Scott Merriman

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3141
Email |

Scott has been a Financial Advisor with the Retirement Plan Advisors since 1991. Scott is the team leader, providing operational guidance and strategic direction for the team. A graduate of Whitman College with a Bachelor of Arts Degree in Economics, Scott earned the Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania and the Accredited Investment Fiduciary designation awarded through the University of Pittsburgh.

Scott is a Financial Advisor working with Plan Sponsors to provide investment and retirement plan consulting. He is also involved in our business development efforts and is passionate about providing information about the Retirement Plan industry to Plan Sponsors. Scott was also named a 2021, 2020 and 2019 Forbes/SHOOK Best-In-State Wealth Advisor. 

Scott and his wife Tiffany and their four children reside in Seattle where he is avid bicyclist and stand up paddle boarder.

Jerome D. Bosch

Senior Vice President - Financial Advisor, Consulting Group

206-621-3111
Email |

Jerry became a Financial Advisor with the Retirement Plan Advisors in March, 2008, joining the group after a 25 year career at Wachovia Securities and predecessor firms. While at Wachovia, Jerry was a member of the firm’s Retirement Plan Advisory Council, responsible for training other advisers about best practices in retirement plan consulting and implementation while running his own consulting practice within the firm serving clients both large and small.

As a retirement plan consultant to his institutional clients, Jerry oversees all aspects of the RBC relationship from fiduciary governance to investment monitoring and employee education. In working as a trusted partner with his clients, Jerry’s goal is to become an extension of their organization to achieve the best retirement plan possible.

Graduating from the University of Washington School of Business with a concentration in accounting, Jerry began his business career with Arthur Andersen & Company as a staff accountant. Sensing greater career opportunities with his financial background, he joined EF Hutton in 1983 in the then fledgling investment consulting industry. Jerry is an active volunteer in the Seattle area as well as in Spokane where is a past member of the Board of Directors for Gonzaga Prep School and the School’s Foundation Board. Currently Jerry is a volunteer advisor to the Gonzaga Prep’s Foundation.

Jerry and his wife Carolyn are proud empty nester parents of three. When not working, Jerry enjoys as many outdoor activities the Northwest’s seasons will allow.

E. Brooke Hawley

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3222
Email |

Brooke joined the Retirement Plan Advisors team in 2002. As a financial advisor, Brooke and her team work with plan sponsors to provide retirement plan consulting. In addition, Brooke has a passion for working with retirement plan participants to provide an exceptional education and communication experience to help confirm their retirement readiness. Brooke brings 20+ years of banking and financial experience to the team, as well as exceptional communication skills and unparalleled enthusiasm.

As part of the Retirement Plan Advisors team, Brooke provides independent investment consulting services and is an ERISA 3(21)(A)(ii) and 3(38) fiduciary. She provides platform reviews, assisting with request for proposals when necessary. Brooke helps with retirement plan designs, plan governance and fiduciary filing. She also assists with participant education and communications.

Brooke has a Bachelor of Arts degree in organizational communications from the University of Montana, and passed the Series 7, 65 and 66 securities exams. She is an active volunteer with Hospice, Inland NW Land Conservatory and Morningstar Boys Ranch.

Brooke is an avid runner, enjoys playing tennis and serves as an active volunteer within our community. Brooke enjoys spending time with her husband, young son and golden retriever, Wallace.

Chris Rogers, AWM

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3215
Email |

Chris represents the Rogers family's fourth generation of financial advisors, and he leads our team’s private client practice, developing retirement income plans and related wealth strategies to help our clients achieve their most important goals. He studied finance and economics while earning an MBA with honors from the University of Washington. Chris, a 2020 and 2021 Forbes/SHOOK Best-in-State Wealth Advisor, also attained RBC’s internal Accredited Wealth Manager (AWM) designation through an education program sponsored by the firm and Michigan State University. For over 15 years Chris has been an active volunteer with Social Venture Partners, serving on its board and various committees to advance a sustainable, equitable Puget Sound region. Chris, his wife Heidi, and their two teenage children live in Seattle and spend as much time as they can in favorite parks, fields, and forests.

Sean Collins

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-3137

Sean partners with private clients to provide personalized, comprehensive wealth management planning. He specializes in developing retirement income plans to help individuals create a secure retirement income stream and as a framework to help guide them through all aspects of their financial lives.  He joined RBC Wealth Management's Retirement Plan Advisors group in 2010 where he developed expertise in collecting, analyzing, and preparing financial data for the quarterly investment reporting process, utilizing economic and market trend data to provide perspective on investment performance. A popular presenter, Sean regularly provides educational sessions on retirement plan structure, investment approaches and withdrawal strategies. He graduated Magna Cum Laude from the University of Nevada Las Vegas with a Bachelor of Science in Business Administration. He lives in Seattle, WA, with his wife Joanna and daughter Evelyn. Together they enjoy traveling, hiking, and backpacking. 

Joseph Eschbach, CFA

Associate Vice President, Senior Business Associate

206-621-3142
Email |

Joe has been an analyzing funds with the group since 2000, providing clients with fund recommendations and analysis on over $5 billion in assets under advisement. In his position with Retirement Plan Advisors, Joe is responsible for managing the investment consulting group, providing plan sponsors with detailed analysis and recommendations on their plans’ investments.

Joe is a graduate of Colorado College with a Bachelor of Arts Degree in Economics. He is a Chartered Financial Analyst (CFA). He is also a Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF). In his over 25 years of investment experience, Joe has worked as a retirement plan sponsor for a major retail chain as well as an investment research analyst for the Frank Russell Company specializing in international investment management.

Joe volunteers with the Northwest Kidney Centers and loves outdoor recreation and the mountains. He and his wife Deanne have two sons and live in Bellevue, Washington.

Rebecca Stephens

Financial Advisor

206-621-3117
Email |

Rebecca helps clients clarify their life goals and builds strategies to achieve them. For 10 years prior to joining RBC Wealth Management, Rebecca advised high-net-worth individuals and families in complex charitable investments, most recently as the director of partner engagement at Social Venture Partners (SVP), where she helped individuals align their philanthropic interests, values and desired legacy with their giving. Prior to SVP, Rebecca worked with many wonderful parents and grandparents who were major donors to KidsQuest Children’s Museum in Bellevue.

Rebecca received her MBA with a concentration in finance from the Ross School of Business at the University of Michigan, and earned a Bachelor of Arts in sociology and law, society and justice from the University of Washington. Rebecca has passed the Series 7 and 66 exams and holds Washington insurance licenses.  

A native of Ohio and a proud Pacific Northwest transplant, Rebecca wooed nearly her entire extended family to join her around Puget Sound. Her husband, Gabe, and their young daughter enjoy hiking, camping, biking and running, and are particularly fond of the beauty found in the mountains and valleys around Cle Elum, Washington.

Ryan Roque

Registered Client Associate

206-621-3169

Ryan started his career with RBC Wealth Management in 2016 and joined the Retirement Plan Advisors team as a Registered Client Associate in 2020. He has passed the Series 7 & 63 exams and graduated from Gonzaga University with a Bachelor of Arts in Business Administration with concentrations in finance and economics.  Ryan has a passion for assisting clients with their financial lives, and works with our team of Financial Advisors to support our private clients.

Ryan is from Mount Vernon, Washington, well known for their annual Tulip Festival; but has since moved to Seattle.  In his free time, Ryan enjoys traveling both near and far, exploring cities, new countries and cultures, and being with friends and family.

Liz Hawley

Senior Investment Associate

206-621-3014

Liz has dedicated herself to providing exceptional client service in the finance industry for 18 years. She joined RBC in 2006. A few of the many things she assists Financial Advisors and private clients with are trades, transferring securities and funds, creating, updating and terminating accounts, reviewing client portfolios and financial information, settling estates, communicating account information, generating reports, etc. Provides assistance to retirement plan team members and participants. She graduated from the University of Washington with a Bachelor of Arts degree in Business Administration.

Krista Wilson, CRPC®, FPQP

Senior Registered Client Associate

206-621-3012

Krista joined RBC Wealth Management in 2019 and is a veteran of the financial services industry with more than 20 years of experience. She holds the professional designations Financial Paraplanner Qualified Professional™ (FPQP®) and Chartered Retirement Planning Counselor (CRPC®), in addition to passing the Series 7 and 66 exams.

Krista is a lifelong learner, passionate about problem solving, retirement planning and helping clients meet their goals. In her role as a senior registered client associate, she looks forward to supporting our team’s financial advisors and private clients in building and executing their long-term plans.

When Krista is not in the office, she enjoys spending time with her daughter, Emily, hiking and exploring the greater Puget Sound. She also is actively involved in our community as a volunteer with the MS Society of Seattle.

Sean Howard

Senior Financial Associate

206-621-3020

Sean has been a Consultant – Client Analyst with the Retirement Plan Advisors since 2016. Sean assists the team with organizing investment reports, financial data, and deliverables for clients.  A graduate of Washington State University with two Bachelor of Arts Degrees in Finance and Marketing, Sean is a current candidate for the Chartered Financial Analyst (CFA) Level I.

Sean resides in Bellevue, Washington, where he has a passion for the outdoors and Washington State University Cougar Football.

Jessica Poznick

Senior Financial Associate

206-621-3127
Email |

Jessica originally joined the Retirement Plan Advisors in 1997 where she assisted the team in administration and education. She rejoined the team in 2017 and brings over 20 years of experience in the financial industry with her. Jessica currently has many different roles including: administrative support, meeting schedules, onboarding of new retirement plans and participant education. She holds a Bachelor of Arts from DePauw University in Greencastle, Indiana.

Jessica enjoys spending time with her husband, Darren, and daughter, Lucy. Her family resides in West Seattle where they appreciate biking, hiking and everything Seattle has to offer.

Karlee Stanford

Registered Client Associate

206-621-3021

Karlee joined the Retirement Plan Advisors in 2018 as a Client Associate. She develops education and communication efforts for retirement plan participants and provides customized educational information to each retirement plan client. Karlee is a graduate of Central Washington University with two Bachelor of Science degrees in Economics and Business Administration, Finance.

Karlee lives in Sammamish, Washington with her husband and enjoys hiking, running and many other outdoor activities.

Jenna Vokes, CRPS®

Registered Client Associate

206-621-3013

Jenna assists the team with administrative and client support, billing, recordkeeper searches and other client projects. She joined RBC Wealth Management in 2021, after previously working for UBS Financial Services Inc. as a client service associate, registered client service associate and wealth strategy associate. Jenna has passed the Series 7 and 66 securities exams and holds the Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning.

Jenna has a bachelor’s degree in business management and operations from Washington State University. She lives in Tacoma, Washington, with her husband. Jenna loves staying active, being outdoors and spending time with friends and family.

Who we are

The Retirement Plan Advisors (RPA) is a team of financial advisors at RBC Wealth Management based in Seattle, WA. For over 30 years, we have been serving retirement plan sponsors exclusively. We provide:

  • Specialized investment consulting, monitoring and reporting services
  • Custom education and communication concepts - all delivered in the best interest of plan participants.
  • Comprehensive investment advice, exceptional service and an independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.

Contact us

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